This month marks the seventh anniversary for me of becoming a Consultant CFO. In my practice I try to help business owners and particularly enjoy long-term relationships because the client can accomplish so much. Two of my clients have been with me steadily from almost the start of my practice; one for over six years […]
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How I Help Clients
I have now been a consultant CFO for seven years. I enjoy my work very much because it is satisfying to help business owners achieve their dreams. Still, business associates sometime don’t know how I work with clients and what I really do. So the topic for this newsletter is How I Help Clients. The […]
Built by Anhalt
Do you know the name Fred Anhalt? If you’ve been around Seattle for a while or you’ve been involved in Seattle real estate, you might. Real estate professionals often speak of “an Anhalt” being for sale. “An Anhalt” means one of the buildings built by Fred Anhalt, mostly apartments. I think most people agree that […]
Taking Advantage of Good Times; Preparing for Bad
I’ve written about this topic before. We all want to take advantage of good times, such as those we’ve been experiencing for the last several years, while preparing for the next downturn, which will inevitably come. Most of my clients have had increased revenues in every year from 2012 through 2015. In fact, many were […]
A Consultant’s Manifesto
At the start of each new year, I like to pause to reflect, reset and think about what specific goals I want to set for the coming year. To do this, I borrow Simon Sinek’s tagline, ‘Start with Why.” Why I work with business owner/operators with revenues between $1 million and $50 million because I […]
SRO Budgeting and SMART Goals
It is the time of year when most companies are doing their budgeting for the next year. This can be a frustrating and time consuming exercise. It is also important. Does every company need a budget? I don’t think so. Smaller companies, where the owner is very close to the transactions, may not need a […]